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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,796 | $52,580-89.0% | $71,671-91.9% | $70,126-91.7% |
| Participation rate | 8.0% | 60.9%-52.9pp | 68.7%-60.7pp | 69.5%-61.5pp |
| Annual return | 15.20% | 20.25%-5.0pp | 20.65%-5.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $260 | $2,386-89.1% | $3,438-92.4% | $3,332-92.2% |
| Admin fee / account holder | $100 | $3,653-97.3% | $5,558-98.2% | $4,645-97.8% |